Steve Sass

speaker

80 appearances 1 recordings 1 series first heard Jan 2026 last heard 22 Jan

Steve Sass’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Not Your Father’s Data Center · Live From PTC ’26 | Data Center Trends with datacenterHawk · 22 Jan 2026 podcast

I mean, Brazil, obviously the biggest market in Latin America with about 40%, 45% of the market.

They've done a lot to incentivize data center growth there.

So on the power side,

Brazil set up very well.

Sao Paulo area, Rio area right now is growing very quickly, but it's spreading to tier two markets.

You know, Chinese cloud just took 200 megawatts up in Fortaleza, northeastern part of the US.

Rio, there's a lot of hyperscale capacity going on in Rio.

It's mostly because of the submarine cable capacity and the interconnection.

So they're going to the coastal areas.

So I think Brazil is a sort of positive story of the region.

Then on the flip side, you have Mexico, which is, you know, you have a public utility there that builds the infrastructure, all the transmission lines, and they're not growing as quickly as they should.

So there's a power constraint going on in Crétaro right now where there's a lot of growth, data center growth.

The power constraints right now in Mexico are a real story, and there's a lot of companies, some very large data center companies that have no power in their data centers, and they can't sell any more racks or any more space because they may not get power for one or two more years.

Got it.

And then there's other issues going on there where you build a data center in an industrial park, but then the industrial park charges, they build out the infrastructure to the substation, and then they charge quite a hefty fee to interconnect that.

So I'm a data center provider.

I want to build a data center in a park.

I have to pay the park $800 to $1,000 or KVA for whatever power commitment I'm committing to.

If you're talking 100 megawatts, that's a lot of money.

Oh, okay.

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